Institutional Ownership Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB). We have compiled data on the 562 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,273
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
13,981
shares
|
$1.24 Million
0.68% of portfolio
|
Q3 2023
Reduced 36.76%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 21, 2026 Q4 2025 |
13,961
shares
|
$1.24 Million
1.14% of portfolio
|
Q4 2025
Added 4.67%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
13,614
shares
|
$1.2 Million
0.23% of portfolio
|
Q4 2025
Reduced 3.43%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
13,559
shares
|
$1.2 Million
0.26% of portfolio
|
Q4 2025
Added 69.89%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
13,306
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
13,224
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Oct 29, 2025 Q3 2025 |
13,123
shares
|
$1.16 Million
2.44% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,892
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.73%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,798
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2022
Reduced 2.29%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
12,558
shares
|
$1.11 Million
1.41% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
12,488
shares
|
$1.11 Million
0.78% of portfolio
|
Q4 2023
Reduced 10.24%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
12,488
shares
|
$1.11 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
12,440
shares
|
$1.1 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
12,255
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2025
Added 1.58%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
12,112
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
12,110
shares
|
$1.07 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
12,075
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,744
shares
|
$1.04 Million
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
11,724
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
11,501
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
11,487
shares
|
$1.02 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
11,400
shares
|
$1.01 Million
0.59% of portfolio
|
Q3 2025
Reduced 14.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
11,143
shares
|
$986,044
0.01% of portfolio
|
Q4 2025
Added 81.3%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
11,017
shares
|
$974,894
0.77% of portfolio
|
Q4 2025
Reduced 0.24%
|
|